Sell membership add-ons from the officeLast updated on 03/22/2022
You can attach membership add-ons to membership sale or renewal items on an estimate or invoice to enhance or customize a membership . For example, you can add a surcharge to an HVAC membership’s monthly billing invoice to account for multiple AC units.
Things to know
Membership add-ons are pricebook service items you can use to supplement a membership. For more, see Set up membership add-ons.
When you attach a membership add-on, the price is automatically rolled into the total membership price. The customer does not see the individual price of the add-on.
Technicians can sell membership add-ons in ServiceTitan Mobile.
Add a membership add-on to an invoice or estimate
When you sell a new membership or membership renewal from the office, after you add the membership task to an invoice or estimate, you can attach membership add-ons to customize the membership:
Find the invoice or estimate that you want to add a membership to.
On the invoice or estimate, click Add a task.
Select This is an add-on task.
Click the Parent task dropdown and select the membership item you want to attach the add-on to.
Use the Name field to search for the membership add-on by code or keyword and click it to select it.
Enter any other additional details for the add-on in the Description field.
Click Save.
The total price of the membership item adjusts by the price of the membership add-on.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.